ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 60 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $2,705,000 | -0.6% | 106,339 | -0.7% | 1.23% | -11.1% |
| Q4 2016 | $2,720,000 | +7.3% | 107,069 | +7.9% | 1.38% | +24.4% |
| Q3 2016 | $2,534,000 | +28.0% | 99,210 | +28.5% | 1.11% | +47.0% |
| Q2 2016 | $1,980,000 | +5.4% | 77,207 | +5.2% | 0.76% | -12.1% |
| Q1 2016 | $1,879,000 | -99.9% | 73,361 | +7.5% | 0.86% | +6.6% |
| Q4 2015 | $1,742,097,000 | +192609.8% | 68,264 | +93.4% | 0.81% | +57.3% |
| Q3 2015 | $904,000 | +108.3% | 35,293 | +107.6% | 0.51% | +89.3% |
| Q2 2015 | $434,000 | +321.4% | 17,004 | +319.2% | 0.27% | +316.9% |
| Q1 2015 | $103,000 | – | 4,056 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 235,024 | $5,967,000 | 1.65% |
| MANAGED ACCOUNT SERVICES INC | 72,000 | $1,828,000 | 1.19% |
| Prism Advisors, Inc. | 81,277 | $2,064,000 | 1.14% |
| Vigilant Capital Management, LLC | 306,535 | $7,783,000 | 1.02% |
| Asset Dedication, LLC | 85,273 | $2,166,000 | 0.87% |
| Fusion Family Wealth LLC | 101,518 | $2,578,000 | 0.64% |
| Roof Eidam Maycock Peralta, LLC | 43,255 | $1,098,000 | 0.54% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 76,365 | $1,935,000 | 0.41% |
| Denver PWM, LLC | 20,976 | $532,000 | 0.40% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 119,997 | $3,047,000 | 0.36% |